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SSmith19
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Member since ‎May 19, 2023
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Sara Smith

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TR8 on January 20, 2022
Transfer Calls!!!
You should be able to tranfer 1 call over to another Hubspot user in network!!!!!!!!
Reply Idea Calling
87 upvotes
36 Replies
SSmith19
Member
February 23, 2024
Need this!
egp19 on March 16, 2020
Automated exports of reports to XLS or XLSX
Please add spreadsheet file types to the email delivery option for dashboards. Several of our custom reports are unsummarized data tables that we need to export from HubSpot at the same time every week to avoid overlapping data from week to week. read more
Reply Idea Sales Reporting
116 upvotes
24 Replies
SSmith19
Member
June 21, 2023
Yes please. This would be a game changer.
kymag1c22 on November 28, 2018
Recurring email for specific reports
It would be fantastic if we could setup a recurring email for a specific report. In my use case, we regularly export the sent marketing emails to csv and report on them. If this could be scheduled monthly to either send me an email or save to a read more
Reply Idea Marketing Reporting
165 upvotes
60 Replies
SSmith19
Member
May 19, 2023
This is a must.
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